WAM

Wealthspire Advisors (Maryland) Portfolio holdings

AUM $2.83B
1-Year Est. Return 10.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$537M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,859
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$33.1M
3
+$23.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$18.9M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 8.26%
2 Technology 7.22%
3 Financials 7.05%
4 Industrials 6.05%
5 Consumer Staples 4.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
876
$27K 0.01%
+433
877
$27K 0.01%
+803
878
$27K 0.01%
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880
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881
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883
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884
$27K 0.01%
+980
885
$27K 0.01%
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886
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887
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890
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891
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$26K ﹤0.01%
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893
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895
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897
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898
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899
$26K ﹤0.01%
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900
$26K ﹤0.01%
+681
34 35
36
37 38